4/10/2021
16 : 4
Longreads + Open Thread
Geezer Teasers, Intel, Vaccines, Message Board Theorists, Roblox Correspondents, Projects
4/9/2021
12 : 24
Decoupling, Digital Currency, and the Consumer of Last Resort
Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
4/3/2021
16 : 4
Longreads + Open Thread
Wrestling, Genomes, World's Fair, Defense, Cities, Flying Cars
4/2/2021
12 : 44
Partial Deregulation as an Antipattern
Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
3/27/2021
16 : 4
Weekend Longreads + Open Thread
Legitimacy, More Legitimacy, Industrial Society, Berkeley, Chuck
3/26/2021
14 : 14
Electrocloud!
Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
3/20/2021
16 : 34
Weekend Longreads + Open Thread
Peter Principle, Over-Optimism, Moderation, Ruling Class, IPOs
3/19/2021
15 : 4
The Value of Time Rounds to Either Zero or Infinity
Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
3/13/2021
10 : 15
Understanding Coinbase
Plus! Security; Different Abstractions; Facebook Futurism; SPAC Apathy
3/13/2021
10 : 13
What Salesforce is Selling (and Buying)
Plus! Multilateral Vaccine Diplomacy; State Capacity Straussianism; Bicameral Diplomacy; Chip Insourcing, Slowly; Password Price Discrimination
3/6/2021
17 : 4
Longreads + Open Thread
Coca-Cola, Citi, Realignment, Vaccines, LIDAR
3/5/2021
15 : 44
When IBM Was The Center of Gravity
Plus! Price Signals; Texas Energy's Banking Crisis; Greensill's Arbitrage(s); Which Long Run?; The Supply-Side/Demand-Side Seesaw
2/27/2021
17 : 4
Longreads + Open Thread
Nuclear, TikTok, Science, Berkowitz, Housing
2/26/2021
17 : 14
What Happened in Texas
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
2/19/2021
17 : 34
Three Bull Cases for Starlink
Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
2/13/2021
17 : 4
Longreads + Open Thread
Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
2/13/2021
5 : 5
An Airline IPO? In This Economy?
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
2/6/2021
17 : 4
Longreads + Open Thread
Uncertainty, Clearing, Marxists, War, Craziness
2/5/2021
14 : 24
Four Refoundings
Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
1/30/2021
17 : 4
Weekend Longreads + Open Thread
Meritocracy, Capitalism and Religion, Jane Street, Eggheads, Apollo, Autism